Skip to content
  • FR
  • FR
  • About Us

    ABOUT US

    • Who We Are
    • Metholodogy
    • Careers
    • Customer Portal
  • Services

    CRM CONSULTING

    • CRM Solutions
    • CRM Platforms
    • CRM Selection

    CRM IMPLEMENTATION

    • CRM Services
    • How It Works
    • What You Get
    • Cost Factors

    CRM OPTIMIZATION

    • CRM Optimization & Improvement

    CRM SUPPORT

    • Post-Implementation Support
  • Partners

    CRM PARTNER PLATFORMS

    • Salesforce
    • Microsoft Dynamics 365
    • Creatio
    • Sugar CRM
    • App Marketplaces

    Inception & Strategic Roadmap

    • Business & CRM Consulting
    • CRM Platform Selection
    • CRM Roadmap & Strategy

    CRM Implementation & Systems Integration

    • CRM Roadmap Release Plan Execution
    • User Adoption & Training
    • Systems Integration

    CRM Optimization & Continuous Support

    • Post-Implementation Support
    • CRM Optimization & Improvement
    • Personalized Support
  • Industries

    INDUSTRIES

    • Credit Union
    • Bank & Finserv
    • Insurance
    • Pharmaceutical
    • Higher Education
    • Manufacturing
    • Museum & Cultural Venues
    • Transportation & Logistics
    • Retail & Distribution
    • Services
    • Cosmetics & Beauty
    • Nonprofit
    • Construction
    • Government
    • Healthcare
    • Technology
    • Food & Beverage
    • Tourism
    • Other
  • Resources

    RESOURCES

    • Articles
    • Case Studies
    • Ebooks
    • Press Releases
    • Testimonials
    • Webinars

    LEARN MORE ABOUT...

    • CRM Strategies
    • Marketing Automation
  • About us
    • Who we are
    • Methodology
    • Careers
    • Customer Portal
  • Services
    • CRM Consulting
    • CRM Implementation
    • CRM Optimization
    • CRM Support​
  • Partners
    • Salesforce
    • Microsoft Dynamics 365
    • Creatio
    • Sugar CRM
    • Marketplace
  • Industries
    • Credit Union
    • Bank and Finserv
    • Insurance
    • Pharmaceutical
    • Higher Education
    • Manufacturing
    • Others
  • Resources
    • Articles
    • Case Studies
    • eBooks
    • Press Releases
    • Testimonials
    • Webinars
  • Contact Us
  • About us
    • Who we are
    • Methodology
    • Careers
    • Customer Portal
  • Services
    • CRM Consulting
    • CRM Implementation
    • CRM Optimization
    • CRM Support​
  • Partners
    • Salesforce
    • Microsoft Dynamics 365
    • Creatio
    • Sugar CRM
    • Marketplace
  • Industries
    • Credit Union
    • Bank and Finserv
    • Insurance
    • Pharmaceutical
    • Higher Education
    • Manufacturing
    • Others
  • Resources
    • Articles
    • Case Studies
    • eBooks
    • Press Releases
    • Testimonials
    • Webinars
  • Contact Us
  • FR
  • FR
Contact Us
Case Study

Accelerating marketing initiatives to grow engagement, referrals and conversion

Published on November 19, 2024

The scene features a plain white background, echoing the sleek aesthetics of President Doors and Windows, with no visible objects or features.

Home / Case Studies / Accelerating marketing initiatives to grow engagement, referrals and conversion

5 minutes reading time

Share this case study

INCREASED REVENUE​​
by increasing communication and visibility of referral program
OPTIMIZED ENGAGEMENT
through end-to-end communications
INCREASE ACCURACY​
through advanced analytics of campaigns, data and strategies

ABOUT THE CUSTOMER

President Door-Windows (PDW) is a leader in the installation of doors and windows in the Quebec market. They primarily operate in the B2C renovation industry and has created a UVP; they are the only window on the Québec market that blends an insulating-foam injected PVC frame with a sealed unit that’s highly energy-efficient. They offer a one-of-a-kind product in Québec and provide energy-efficient performance that’s second to none.​

Get this as a case study PDF

CHALLENGES AND BUSINESS PAIN POINTS

PDW, although a leader in the windows and door market, have heavily relied on traditional ways of recruiting consumers; telemarketing, cold calls and door-to-door services.

They are now facing a new reality; in order to grow exponentially, they need to integrate a digital component to their strategies, alongside their traditional ways, in order to cater to both an older generation and a new up-and-coming crowd of younger, tech-savvy homeowners.

Their product technology speaks for itself in regard to staying ahead of the curve and being innovative, but their processes and ways of communicating also need to be at the forefront and utilize digital and integrated technologies in order to keep up with growing demands and the specific expectations of their clientele.

As things were previously done via phone calls and on paper, they found the need to digitalize their processes. They had two main objectives; better nurture and engage from lead to conversion, and increase post-purchase automated follow-ups, to accompany the client through the process of their renovation and reduce the stress on the rep or salesperson to manually follow up constantly with the client.

Given that people only renovate windows and doors once in the lifetime of a homeowner, replenishment was not something relevant for PDW, however, cross-selling to those who renovated one of their service, or partially-renovated was important.

Finally, they wanted to increase referencing to friends and family members to increase sales and revenue from one client.

MANAGEMENT & MARKETING SOLUTIONS

  • Better sales to marketing alignment: With teams scattered across different regions, we were able to optimize processes and data collection to ensure standardization between sales and marketing.
  • End-to-end engagement strategy: We assisted PDW in creating and launching a full emailing strategy across the buyer’s journey, including nurturing and referral strategies.
  • CRM and Marketing alignment: PDW launched a CRM project with Solutions Metrix in 2020. With that, the marketing automation project completely aligned with CRM in order to ensure legal compliance for marketing communications.
  • Integrated tools: Website analytics through Google Analytics (web tracking code) and social integration ensured a 360 vision of marketing initiatives.
  • Platform and market best practices: We assisted PDW creating, analyzing and optimizing their marketing strategies, by doing A/B testing programs, content testing, as well as complete training on best practices of the tool.
  • Customer Excellence through data: Through lead scoring and data segmentations, we were able to better analyze their clientele, their interest, and their needs, to provide more relevant communications.
  • A clearer vision now and for the future: The solution was implemented with a well-structured plan but also a vision for what is to come next. With that, we clearly mapped the current and most urgent needs for quick implementation, but also a roadmap for optimization and long-term goals.

CONCLUSION

Solutions Metrix applied its expertise and, in close collaboration with the PDW team, ensuring the success of this project by reaching its marketing goals and objectives.

Through this project, PDW gained a better understanding of their clients, and their communication touch points across the buyers’ journey and optimized the marketing and sales team’s time by automating communications and activities.

They also ensure complete analysis of their campaigns to ensure continuous growth and engagement.

Get this as a case study PDF

Other resources

  • Articles

6 Key Benefits of a CRM for Manufacturing Companies

February 20, 2025

Businesses in every sector are flourishing post-pandemic with a custom-configured CRM for manufacturing.​
Learn more
  • Articles

Top Innovative Manufacturing Solutions in 2025

January 3, 2025

Explore cutting-edge manufacturing technologies in 2024: automation, AI, and 3D printing, transforming efficiency and sustainability.
Learn more
  • Testimonials

Balancing Growth with Outstanding Customer Service using Manufacturing CRM

December 19, 2024

How manufacturing CRM enhanced Com-Pleat Filter’s customer experience and scalability ​
Learn more
Looking to Upgrade Your Current CRM
or
Make the Switch to a Better System?
Schedule Your Free Demo
Popular Tags
  • Article
  • Banking
  • Case Study
  • Construction
  • Creatio
.
  • Credit Union
  • CRM
  • Distribution
  • Education
  • Healthcare
.
  • Insurance
  • Manufacturing
  • Marketing
  • Microsoft
  • Museum
.
  • Pharma
  • Retail
  • Sales
  • Salesforce
  • Services
.
  • Sugar
  • Testimonal
  • Transportation
  • Webinar
Our Authors
  • Sébastien Forget
  • Kaliopi Spiropoulos
  • Myroslava Kryvoshei
  • Sarah-Rose Menard
About Us
  • Who We Are
  • Methodology
  • Careers
  • Customer Portal
  • Privacy Policy
  • Site Map
Services
  • CRM Consulting
  • CRM Implementation
  • CRM Optimization
  • CRM Support
  • CRM Strategies
  • Customer Services
Partners
  • Salesforce
  • Microsoft Dynamics 365
  • Creatio
  • SugarCRM
  • App Marketplaces
Industries
  • Credit Union
  • Bank & Finserv
  • Insurance
  • Pharmaceutical
  • Higher Education
  • Others
Resources
  • Article
  • Case Study
  • Press Release
  • Testimonial
  • Webinar
  • Authors
Linkedin Facebook Youtube X-twitter Instagram
© 2025 Solutions Metrix. All rights reserved.